How Much Did Hoffman Stewart & Schmidt Raise?
Funding & Key Investors

Hoffman Stewart & Schmidt, a cornerstone of the Portland financial services landscape, has successfully secured a significant capital infusion, bringing its total funding to $350K. This latest major strategic investment of $350K underscores the firm's enduring market relevance and its capacity to navigate complex economic environments. By leveraging this recent financing, the organization reinforces its commitment to providing high-caliber audit, tax, and management consulting services to its diverse client base of closely-held businesses and nonprofit entities.

What is Hoffman Stewart & Schmidt?

Hoffman Stewart & Schmidt
Business ServicesAccounting for Legal PracticesProject Management

Established in 1979, Hoffman Stewart & Schmidt has evolved into a premier public accounting firm, distinguished by its locally owned and operated model. The firm occupies a critical niche in the Pacific Northwest, offering specialized expertise in financial statement audits, federal compliance, and retirement plan oversight. As a member of AGN International, the company bridges the gap between localized, personalized service and global professional standards. Its market position is bolstered by dedicated practice groups serving the construction and real estate development sectors, ensuring that clients receive tailored financial guidance that addresses industry-specific regulatory and operational challenges.

How much funding has Hoffman Stewart & Schmidt raised?

Hoffman Stewart & Schmidt has raised a total of $350K across 1 funding round:

2020

Debt

$350K

Debt (2020): $350K with participation from PPP

Key Investors in Hoffman Stewart & Schmidt

PPP

Public-Private Partnership

What's next for Hoffman Stewart & Schmidt?

With the successful acquisition of this late-stage capital, Hoffman Stewart & Schmidt is well-positioned to accelerate its digital transformation initiatives and expand its management consulting capabilities. The firm is expected to prioritize the integration of advanced data analytics into its audit and tax planning workflows, thereby enhancing the value proposition for its nonprofit and corporate clientele. Furthermore, the strategic deployment of these funds will likely support talent acquisition and the deepening of its niche practice groups, ensuring the firm remains at the forefront of the evolving accounting landscape while maintaining the high standards of integrity and compliance that have defined its four-decade history.

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Frequently Asked Questions Regarding Hoffman Stewart & Schmidt Financial Insights

What are the most recent funding rounds that Hoffman Stewart & Schmidt has completed, and what were the funding rounds?
Hoffman Stewart & Schmidt has recently completed 1 funding rounds: Debt on Apr 13, 2020.
What is the total amount of funding Hoffman Stewart & Schmidt has raised to date?
Hoffman Stewart & Schmidt has raised a total of $350K in funding to date.
How many funding rounds has Hoffman Stewart & Schmidt completed?
Hoffman Stewart & Schmidt has completed 1 funding rounds.
How much funding did Hoffman Stewart & Schmidt raise in its most recent funding round?
Hoffman Stewart & Schmidt raised $350K in its most recent funding round.
Who are the lead investors in Hoffman Stewart & Schmidt's latest funding round?
The lead investor in Hoffman Stewart & Schmidt's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Hoffman Stewart & Schmidt's history?
The largest funding round in Hoffman Stewart & Schmidt's history was $350K.
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